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Fedeli Financial
FEDELI FINANCIAL, LLC is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee...
Overview
FEDELI FINANCIAL, LLC is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Nicholas Fedeli
Founder & Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Fedeli Financial?
Nicholas Fedeli, founder and managing director, leads investment decisions. He has a background in structured finance and private credit, and the investment team is small, with senior professionals focused on origination and portfolio management.
How does Fedeli Financial source proprietary deal flow?
The firm sources deals through direct relationships with middle-market companies, intermediaries, and co-investor networks of family offices and institutional investors. It acts as a lead arranger in some structures, creating proprietary access to asset-backed credit and special situations.
Does Fedeli Financial participate in fund commitments or only direct deals?
The firm primarily executes direct deals rather than committing to external funds. It prefers principal investments where it can negotiate bespoke terms, serve as a lead arranger, or co-invest alongside like-minded partners. This direct approach provides greater control over terms and exit timelines.
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